Financial Planning Administrator
7 days ago
We are currently recruiting for a highly regarded Financial Planning practice in need of an experienced IFA Administrator to join their team.
This company illuminates their clients' financial world by building clarity and confidence in their minds and optimizing every experience they have with them.
Key Responsibilities
The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first-class service to clients.
You'll also need to understand and add value when it comes to clients' needs - looking at constant improvement and innovation.
Onboarding Process - providing full administrative support for the onboarding of new clients.
Data Management - maintaining and updating client data in a secure environment.
Reviews and Analysis - preparation of client reviews, updating cash flow models, investment performance reviews, and production of supporting reports, discussion documents, and computer models.
Relationship Building - liaison with clients to ensure a high level of customer satisfaction.
Service Delivery - delivering service proposition within agreed service levels and timescales.
Coordination and Support - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
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Financial Planning Administrator
6 days ago
Gillingham, Kent, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in the UK who are looking for an experienced IFA Administrator to join their team.This company specializes in illuminating their clients' financial worlds, building clarity and confidence in their minds, and optimizing every experience they have with them.Key Responsibilities:The...
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Financial Services Administrator
4 weeks ago
Gillingham, Kent, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is seeking a skilled Financial Services Administrator to become part of a reputable Financial Advisory firm. This organization is dedicated to offering transparency and assurance to its clientele, enriching each engagement. Position Overview:Accurate and timely management of administrative tasksProviding outstanding support to...
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Financial Services Administrator
4 weeks ago
Gillingham, Kent, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment is seeking a skilled Financial Services Administrator to become a vital part of a reputable Financial Advisory firm. This organization is dedicated to empowering clients with knowledge and assurance, ensuring that every engagement is meaningful. Key Responsibilities:Accurate and timely management of client transactionsProviding...
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Senior Financial Planning Professional
7 days ago
Gillingham, Kent, United Kingdom Nigel James Associates Ltd Full timeAbout the RoleNigel James Associates Ltd is pleased to partner with a prestigious financial planning firm, highly regarded for its outstanding market reputation.We are assisting them in securing a Senior Financial Planner appointment within their financial planning team.Key Responsibilities:Generating business through both internal networks and external...
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Financial Administration Coordinator
4 weeks ago
Gillingham, Kent, United Kingdom Senseco Systems Limited Full timeAs a key player in the financial operations of Senseco Systems Limited, you will be responsible for various aspects of financial management, focusing on Credit Control, Purchase Ledger, and providing support for general accounting functions.Primary Responsibilities of the Finance Operations Associate:Ensure adherence to company policies and financial...
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Financial Assistant
1 day ago
Gillingham, Kent, United Kingdom Blusource Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Assistant to join our team at Blusource. As a key member of our Finance department, you will be responsible for providing administrative support to our financial operations.Key Responsibilities:Financial Administration: Process and manage financial transactions, including accounts...
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Financial Assistant
1 day ago
Gillingham, Kent, United Kingdom Blusource Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Assistant to join our team at Blusource. As a key member of our Finance department, you will be responsible for providing administrative support to our financial operations.Key Responsibilities:Financial Administration: Process and manage financial transactions, including accounts...
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Financial Assistant
7 days ago
Gillingham, Kent, United Kingdom Cobb & Jones Recruitment Limited Full timeJob DescriptionJob Title: Accounts AssistantCompany: Cobb & Jones Recruitment LimitedLocation: Gillingham, KentJob Type: Full-timeSalary: £28,000 - £30,000 per annumHours: 37 hours per weekBenefits: 25 days holiday + bank holidays, hybrid working, continuous training and development, discretionary bonus scheme, medical cash back plan, death in service...
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Financial Assistant
7 days ago
Gillingham, Kent, United Kingdom Blusource Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Assistant to join our team at Blusource. As a key member of our Finance department, you will be responsible for providing administrative support to our financial operations.Key Responsibilities:Financial Administration: Process and manage financial transactions, including accounts...
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Financial Assistant
7 days ago
Gillingham, Kent, United Kingdom Pearson Whiffin - Accounts and Finance Full timeJob Summary:Pearson Whiffin - Accounts and Finance is seeking a highly skilled and detail-oriented Financial Assistant to join our team. As a key member of our finance department, you will be responsible for providing administrative support to our finance director and assisting with various financial tasks.Key Responsibilities:Assist with the preparation of...
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Financial Assistant
5 days ago
Gillingham, Kent, United Kingdom Pearson Whiffin - Accounts and Finance Full timeJob Summary:Pearson Whiffin - Accounts and Finance is seeking a highly skilled and detail-oriented Financial Assistant to join our team. As a key member of our finance department, you will be responsible for providing administrative support to our finance director and assisting with various financial tasks.Key Responsibilities:Assist with the preparation of...
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Administrative Assistant
7 days ago
Gillingham, Kent, United Kingdom Cobb & Jones Recruitment Limited Full timeJob DescriptionJob Title: Accounts AssistantCompany: Cobb & Jones Recruitment LimitedLocation: Gillingham, KentJob Type: Full-timeSalary: £28,000 - £30,000 per annumHours: 37 hours per weekBenefits: 25 days holiday + bank holidays, hybrid working, continuous training and development, discretionary bonus scheme, medical cash back plan, death in service...
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Real Estate Administrator
7 days ago
Gillingham, Kent, United Kingdom Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Full timeJob Summary:Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is seeking a highly skilled Property Portfolio Manager to join their team. As a Property Portfolio Manager, you will be responsible for managing a vast property portfolio, ensuring smooth and efficient running of the portfolio.Key Responsibilities:Dealing with all...
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Chief Financial Officer
4 days ago
Gillingham, Kent, United Kingdom Certain Advantage Full timeAbout the RoleCertain Advantage is seeking a highly skilled Deputy Chief Financial Officer to join our team. As a key member of our finance department, you will play a crucial role in supporting the delivery of our financial plan for 2023/24 and implementing our medium-term financial recovery plan.Key ResponsibilitiesProvide additional capacity to support...
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Chief Financial Officer
4 days ago
Gillingham, Kent, United Kingdom Certain Advantage Full timeAbout the RoleCertain Advantage is seeking a highly skilled Deputy Chief Financial Officer to join our team. As a key member of our finance department, you will play a crucial role in supporting the delivery of our financial plan for 2023/24 and implementing our medium-term financial recovery plan.Key ResponsibilitiesProvide additional capacity to support...
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Payroll Administrator
7 days ago
Gillingham, Kent, United Kingdom Cobb & Jones Recruitment Limited Full timeJob DescriptionJob Title: Payroll AdministratorLocation: Gillingham, KentDuration: PermanentHours: Full time hours per weekSalary: £28,000 to £30,000 paBenefits:25 days holiday + bank holidaysHybrid workingContinuous training and developmentDiscretionary bonus schemeMedical cash back planDeath in service schemeFinancial wellbeing schemeFamily friendly and...
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Financial Support Assistant
7 days ago
Gillingham, Kent, United Kingdom Cobb & Jones Recruitment Limited Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Support Assistant to join our team at Cobb & Jones Recruitment Limited. As a key member of our finance team, you will provide administrative support to our clients' finance department, ensuring the smooth operation of financial processes.Key Responsibilities:Financial...
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Deputy Chief Financial Officer
1 day ago
Gillingham, Kent, United Kingdom Spinwell Full timeJob DescriptionSpinwell is seeking a highly skilled Deputy Chief Financial Officer to join our team in a key role within the public sector.Key ResponsibilitiesCollaborate with the Chief Financial Officer and other Executive Directors to deliver the financial plan for 2023/24 and implement the medium-term financial recovery plan.Work closely with the Finance...
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Deputy Chief Financial Officer
1 day ago
Gillingham, Kent, United Kingdom Spinwell Full timeJob DescriptionSpinwell is seeking a highly skilled Deputy Chief Financial Officer to join our team in a key role within the public sector.Key ResponsibilitiesCollaborate with the Chief Financial Officer and other Executive Directors to deliver the financial plan for 2023/24 and implement the medium-term financial recovery plan.Work closely with the Finance...
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Financial Services Coordinator
4 weeks ago
Gillingham, Kent, United Kingdom Senseco Systems Limited Full timeAs a vital member of the finance team, you will play a key role in facilitating the financial processes of the organization. Your primary responsibilities will encompass Credit Control, Purchase Ledger management, and providing comprehensive support for various accounting functions.Key Responsibilities of the Finance Operations Associate:Ensure adherence to...